Private Wealth Consultant

Job Description Summary

The Private Wealth Consulting team is a dedicated team providing high‑touch, comprehensive planning addressing the sophisticated needs of families with significant means (greater than $25M). As a private wealth consultant, you will be knowledgeable of ultra‑high‑net‑worth wealth management services and solutions that provide a coordinated approach to wealth transfer opportunities, risk management needs, and tax strategies to achieve the clients’ planning objectives.

You will lead large consulting strategies with a significant business impact involving cross‑functional department teams and resources. You will be expected to present at various conferences and client meetings to discuss complex planning strategies and the broader capabilities of the firm with the ultra‑high‑net‑worth client segment. We are looking for a confident, poise professional to join the team to provide indispensable service to our financial advisors and their clients.

• Serve as an educational and technical resource to manage the complexities of ultra‑high net worth families needs, including estate and legacy planning; tax strategies and charitable planning; business transition planning and asset management; as well as provide expertise for business owner and corporate executive strategies.
• Maintain a comprehensive understanding of the unique investment management offerings (strategy and allocation; institutional fiduciary services; private client banking; and private placement insurance offerings).
• Comprehensive understanding of family legacy and governance planning; risk management; and health and wellness planning.
• Provide fully engaged support to financial advisors in developing a financial planning blueprint for their clients to identify planning needs; determine a planning road map; and track completed objectives.
• Routine collaboration with Private Wealth Consultants & Wealth Strategists to deliver wealth planning and estate planning expertise.
• Responsible for proactively building and maintaining relationships to help create awareness of our private wealth consulting services. Promote the Wealth Consulting teams through home office visits and public speaking engagements.
• Extensive collaboration with internal and external business partners to provide comprehensive recommendations for the financial advisor, the client and the client’s legal and tax professionals (e.g. attorney or CPA).
• Leverages planning software tools to provide modeling guidance for financial advisors and their clients.
• Frequent participation in advisor education events and client meetings to facilitation asset growth and consolidation.
• Participate in strategic development of new service offerings.

• Advanced concepts of private wealth management planning; investment management; and specialized products.
• Advanced principles of banking, trust and finance and securities broker/dealer operations.
• Wealth Planning offerings and partnerships, including longevity, insurance, and investments relationships.
• Detailed and in‑depth understanding of Money Guide Pro Elite and Wealth Studios.

• Excellent problem solving skills to identify the needs of clients through effective questioning and listening.
• The ability to research issues and confidently help advisors think through clients’ planning strategies.
• The aptitude to manage projects moving in different directions and to embrace a broad spectrum of disciplines throughout the day.
• Articulating complex technical financial planning concepts.
• Preparing and delivering clear, effective, and professional presentations.
• Strong communication and interpersonal skills to build relationships financial advisors, internal partners and with clients.

• Identify and position the products and services financial advisors use in financial planning.
• Think quickly and creatively, and react well to deadline pressure.
• Provide a high level of customer service and commitment to a supportive and collaborative environment.
• Work independently as well as collaboratively within a team environment.

• Bachel…